See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,767 | $105,181-94.5% | $159,436-96.4% | $85,850-93.3% |
| Participation rate | 95.7% | 75.8%+20.0pp | 82.8%+12.9pp | 69.3%+26.4pp |
| Annual return | 0.00% | 45.07%-45.1pp | 263.57%-263.6pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,888 | $3,318-43.1% | $4,829-60.9% | $2,565-26.4% |
| Participant deferral / active EE | $3,452 | $5,945-41.9% | $7,352-53.0% | $3,952-12.6% |
| Admin fee / account holder | $0 | $6,933-100.0% | $10,799-100.0% | $6,260-100.0% |